Sowell Financial Services LLC Ishares Russell 2000 Gwt ETF Transaction History

Sowell Financial Services LLC

$2.34 Billion
Q2 2025

A detailed history of Sowell Financial Services LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Sowell Financial Services LLC holds 8,073 shares of IWO stock, worth $2.39 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

8,073

Previous 11,193 27.87%

Holding current value

$2.39 Million

Previous $2.86 Million 19.34%

% of portfolio

0.1%

Previous 0.14%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	SELL	$224.16 - $285.86 $699,379 - $891,883	-3,120 Reduced 27.87%	8,073 $2.31 Million
Q1 2025 Apr 17, 2025	BUY	$254.58 - $302.92 $2.85 Million - $3.39 Million	11,193 New	11,193 $2.86 Million
Q2 2024 Aug 13, 2024	BUY	$245.29 - $268.7 $69,171 - $75,773	282 Added 2.46%	11,728 $3.08 Million
Q1 2024 May 03, 2024	BUY	$239.5 - $270.8 $2.74 Million - $3.1 Million	11,446 New	11,446 $3.1 Million
Q3 2023 Nov 08, 2023	BUY	$221.24 - $254.04 $2.32 Million - $2.66 Million	10,479 New	10,479 $2.35 Million
Q2 2021 Aug 05, 2021	SELL	$278.74 - $313.3 $125,990 - $141,611	-452 Closed	0 $0
Q1 2021 May 07, 2021	SELL	$282.5 - $336.63 $15,255 - $18,178	-54 Reduced 10.67%	452 $133,000
Q4 2020 Jan 13, 2021	BUY	$223.17 - $294.86 $7,810 - $10,320	35 Added 7.43%	506 $145,000
Q3 2020 Nov 12, 2020	BUY	$203.91 - $230.98 $24,061 - $27,255	118 Added 33.43%	471 $104,000
Q2 2020 Aug 13, 2020	SELL	$145.61 - $213.67 $6,698 - $9,828	-46 Reduced 11.53%	353 $73,000
Q1 2020 May 12, 2020	SELL	$135.58 - $225.25 $2,711 - $4,505	-20 Reduced 4.77%	399 $63,000
Q4 2019 Feb 07, 2020	SELL	$186.63 - $216.19 $2,052 - $2,378	-11 Reduced 2.56%	419 $89,000
Q3 2019 Nov 14, 2019	SELL	$189.94 - $205.08 $751,022 - $810,886	-3,954 Reduced 90.19%	430 $83,000
Q1 2019 May 15, 2019	BUY	$164.26 - $202.05 $233,249 - $286,911	1,420 Added 47.91%	4,384 $0
Q4 2018 Mar 05, 2019	BUY	$156.33 - $211.73 $463,362 - $627,567	2,964 New	2,964 $498,000
Q3 2018 Nov 13, 2018	SELL	$204.76 - $220.33 $1.01 Million - $1.08 Million	-4,909 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$185.51 - $214.36 $9,832 - $11,361	53 Added 1.09%	4,909 $1.03 Million
Q1 2018 May 10, 2018	BUY	$179.86 - $200.59 $873,400 - $974,065	4,856 New	4,856 $937,000

Others Institutions Holding IWO

# of Institutions

1,095

Shares Held

33M

Call Options Held

40.4K

Put Options Held

33.2K

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About ISHARES RUSSELL 2000 GWT ETF

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Sowell Financial Services LLC Ishares Russell 2000 Gwt ETF Transaction History